| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 2.00% |
| $500K - $1.0M | 1.75% |
| $1.0M - $2.5M | 1.50% |
| $2.5M+ | 1.50% |
Fees negotiable for amounts over $2,500,000.
524 South Main St., Templeton, CA, 93465
Get directionsBarry is an independent agent selling fixed and fixed indexed annuities, life insurance, LTC, group and individual health products, dedicating full-time hours to this. He also works with living trusts and life settlements, dedicating about 10-20% of his time to J.D. Mellberg Financial, LLC, an insurance agency.